Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Sell
2025
Q2
$130K Buy
2024
Q4
Sell
2024
Q3
$61.8K Sell
2024
Q2
$270K Buy
2024
Q1
$235K Sell
2023
Q4
$335K Buy
2023
Q3
$247K Buy